TROX Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03

Preço $3.93

Capitalização de Mercado (MRQ) $628M

P/E (TTM) -1.1

EPS (TTM) $-3.46

Receita (TTM) $3.06B

Rendimento div. 7.7%

ROE (TTM) -39.1%

Dívida/Capital (MRQ) 0.1

Intervalo 52 Semanas $3–$11

TROX Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04

intervalo

barras

A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.

Divisões de Ações 1

Data ex	Desdobramento	Tipo
26 de Julho de 2012	5-for-1	Para frente

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06

Receita$2.90B

2016-12-31 → 2025-12-31

EPS$-2.97

2018-12-31 → 2025-12-31

Fluxo de caixa livre$-281M

2016-12-31 → 2025-12-31

Margem líquida-18.0%

2016-12-31 → 2025-12-31

Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica	TROX	média 5A	Mediana de Pares	Veredito
P/E (TTM)	-1.1média 5A ≈-4.7	≈-4.7	·	·
P/S (TTM)	0.2média 5A ≈0.6	≈0.6	0.3	Valor justo
P/B (MRQ)	0.5média 5A ≈1.1	≈1.1	0.9	Valor justo
EV / EBITDA	10.6média 5A ≈5.4	≈5.4	·	·
Preço / FCF (TTM)	-3.9média 5A ≈-6.7	≈-6.7	·	·
Preço / Fluxo de Caixa (TTM)	6.2média 5A ≈7.4	≈7.4	5.0	Sobreavaliado
EV / Revenue (EV / Receita)	0.2média 5A ≈0.5	≈0.5	·	·
EV / FCF	-1.8média 5A ≈-9.5	≈-9.5	·	·
Preço / Valor Patrimonial Tangível (MRQ)	0.7média 5A ≈1.2	≈1.2	·	·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica	TROX	média 5A	Mediana de Pares	Veredito
Margem Bruta (TTM)	6.2%média 5A ≈18.3%	≈18.3%	19.9%	Fraco
Margem Operacional (TTM)	-7.2%média 5A ≈6.9%	≈6.9%	2.1%	Abaixo da média
Margem EBITDA (TTM)	2.9%média 5A ≈16.0%	≈16.0%	5.3%	Fraco
Margem de Impostos Pré-Tributação (TTM)	-14.5%média 5A ≈1.5%	≈1.5%	1.6%	Fraco
Margem de Lucro Líquido (TTM)	-18.0%média 5A ≈-1.3%	≈-1.3%	0.72%	Fraco
ROA (TTM)	-9.0%média 5A ≈-0.18%	≈-0.18%	-4.2%	Fraco
ROE (TTM)	-39.1%média 5A ≈-1.7%	≈-1.7%	-14.4%	Fraco
ROIC	-17.3%média 5A ≈-6.5%	≈-6.5%	-10.3%	Fraco

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica	TROX	média 5A	Mediana de Pares	Veredito
Dívida / Patrimônio Líquido (MRQ)	0.1média 5A ≈0.0	≈0.0	0.8	Baixa dívida
Índice de liquidez corrente (MRQ)	2.5média 5A ≈2.5	≈2.5	2.2	Liquidez forte
Quick Ratio (Índice de Liquidez Seca)	0.5média 5A ≈0.7	≈0.7	0.8	Baixa liquidez

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica	TROX	média 5A	Mediana de Pares	Veredito
Revenue YoY (Receita Ano a Ano)	-5.7%média 5A ≈2.2%	≈2.2%	·	·
Revenue CAGR 3Y (CAGR Receita 3A)	-5.7%média 5A ≈-3.2%	≈-3.2%	·	·
Revenue CAGR 5Y (CAGR Receita 5A)	1.0%	·	·	·

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica	TROX	média 5A	Mediana de Pares	Veredito
EPS (Diluted) (EPS (Diluído))	$-2.97média 5A ≈$-0.07	≈$-0.07	·	·
Revenue / Share (Receita / Ação)	$18.29média 5A ≈$20.12	≈$20.12	·	·
Cash Flow / Share (Fluxo de Caixa / Ação)	$0.38média 5A ≈$2.39	≈$2.39	·	·
Cash / Share (Caixa / Ação)	$1.26média 5A ≈$1.30	≈$1.30	·	·

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica	TROX	média 5A	Mediana de Pares	Veredito
Asset Turnover (Giro do Ativo)	0.5média 5A ≈0.5	≈0.5	0.9	Fraco
Receivables Turnover (Giro de Contas a Receber)	10.4média 5A ≈8.6	≈8.6	10.6	Em linha
Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.)	≈$508.4K	·	·	·

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

13

Dividend Yield7.7%

Índice de Pagamento-10.2%

Pagamento Anualizado≈$0.20Pago trimestralmente

CAGR Dividendos 5 anos≈4.6%Por ação, ajustado por desdobramento

Data ex	Valor	Moeda	Rendimento
Ago 10, 2026	$0,05	USD	≈3.2%
Mai 11, 2026	$0,05	USD	≈3.5%
Fev 23, 2026	$0,05	USD	≈5.8%
Nov 10, 2025	$0,05	USD	≈9.7%
Ago 11, 2025	$0,05	USD	≈17.5%
Mai 19, 2025	$0,13	USD	≈9.4%
Mar 3, 2025	$0,13	USD	≈7.1%
Nov 8, 2024	$0,13	USD	≈4.2%
Ago 26, 2024	$0,13	USD	≈3.5%
Mai 17, 2024	$0,13	USD	≈2.6%
Mar 1, 2024	$0,13	USD	≈3.3%
Nov 10, 2023	$0,13	USD	≈4.5%
Ago 11, 2023	$0,13	USD	≈3.7%
Mai 12, 2023	$0,13	USD	≈4.5%
Mar 3, 2023	$0,13	USD	≈3.0%
Nov 10, 2022	$0,13	USD	≈3.7%
Ago 12, 2022	$0,13	USD	≈3.0%
Mai 20, 2022	$0,13	USD	≈2.5%
Mar 4, 2022	$0,13	USD	≈2.2%
Nov 12, 2021	$0,10	USD	≈1.5%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14

Surpresa Média -126.8%

Próximo relatório Nov 03, 2026

Período	Relatório	EPS Actual	EPS est.	Surpresa
30 de Junho de 2026	Jul 28, 2026	$-0.51	$-0.38	-33.3%
31 de Março de 2026		$-0.55	$-0.46	-20.2%
31 de Dezembro de 2025		$-0.60	$-0.48	-24.8%
30 de Setembro de 2025		$-0.46	$-0.21	-116.3%
30 de Junho de 2025		$-0.28	$-0.05	-439.5%
31 de Março de 2025		$-0.15	$0.00	—

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15

Demonstração de Resultados 17

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$2.90B	$3.07B	$2.85B	$3.45B	$3.57B	$2.76B	$2.64B	$1.82B	$1.70B	$1.31B	$1.51B	$1.74B
Cost of Revenue	·	·	·	·	·	·	·	$1.32B	$1.31B	$1.18B	$1.49B	$1.53B
Gross Profit	$269M	$515M	$462M	$832M	$895M	$621M	$464M	$498M	$389M	$133M	$19M	$207M
R&D Expense	$15M	$14M	$12M	$12M	$13M	$12M	$17M	$11M	$8M	$9M	$11M	$11M
SG&A Expense	$290M	$296M	$276M	$289M	$318M	$347M	$347M	$267M	$249M	$185M	$199M	$192M
Operating Income	$-253M	$219M	$186M	$458M	$577M	$271M	$95M	$200M	$141M	$-53M	$-201M	$0
Interest Expense	·	·	$158M	$125M	$157M	$189M	$201M	$193M	$188M	$185M	·	·
Interest Income	$6M	$10M	$18M	$9M	$7M	$8M	$18M	$33M	$10M	$3M	·	·
Other Non-op	$-22M	$14M	$3M	$-13M	$12M	$26M	$3M	$33M	$-22M	$-33M	$28M	$27M
Pretax Income	$-458M	$73M	$49M	$308M	$374M	$114M	$-88M	$43M	$-87M	$-264M	$-349M	$-149M
Income Tax	$15M	$127M	$363M	$-192M	$71M	$-881M	$14M	$13M	$6M	$-125M	$23M	$268M
Net Income	$-470M	$-48M	$-316M	$497M	$286M	$969M	$-109M	$-7M	$-285M	$-61M	$-329M	$-427M
EPS (Basic)	$-2.97	$-0.31	$-2.02	$3.21	$1.88	$6.76	$-0.78	$-0.06	·	·	$-2.75	$-3.74
EPS (Diluted)	$-2.97	$-0.31	$-2.02	$3.16	$1.81	$6.69	$-0.78	$-0.06	·	·	·	$-3.74
Shares (Basic)	158,484,000	157,819,000	156,397,000	154,867,000	152,056,000	143,355,000	139,859,000	122,881,000	·	·	·	114,281,000
Shares (Diluted)	158,484,000	157,819,000	156,397,000	157,110,000	157,945,000	144,906,000	139,859,000	122,881,000	·	·	·	114,281,000
EBITDA	$49M	$504M	$461M	$727M	$874M	$575M	$375M	$395M	$320M	$272M	$176M	$295M

Balanço Patrimonial 29

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$199M	$151M	$273M	$164M	$228M	$619M	$302M	$1.03B	$1.12B	$248M	$229M	$1.28B
Receivables	$289M	$266M	$290M	$377M	$631M	$540M	$482M	$317M	$328M	$278M	$391M	$277M
Inventory	$1.65B	$1.55B	$1.42B	$1.28B	$1.05B	$1.14B	$1.13B	$479M	$473M	$499M	$630M	$770M
Prepaid Expense	$112M	$184M	$141M	$135M	$132M	$200M	$143M	$50M	$61M	$28M	$46M	$42M
Other Current Assets	·	·	·	·	·	·	·	·	·	$49M	$46M	$55M
Current Assets	$2.27B	$2.15B	$2.13B	$1.96B	$2.05B	$2.53B	$2.07B	$2.54B	$2.64B	$2.74B	$1.30B	$2.38B
PP&E (Net)	$2.01B	$1.93B	$1.83B	$1.83B	$1.71B	$1.76B	$1.76B	$1.00B	$1.11B	$1.09B	$1.84B	$1.23B
PP&E (Gross)	$4.21B	$3.79B	$3.55B	$3.38B	$3.12B	$3.03B	$2.77B	$1.83B	$1.89B	$1.73B	$2.40B	$1.68B
Accum. Depreciation	$2.21B	$1.86B	$1.72B	$1.55B	$1.41B	$1.27B	$1.01B	$831M	$778M	$634M	$559M	$449M
Goodwill	·	·	·	·	·	·	·	$0	·	·	·	·
Intangibles	$214M	$244M	$243M	$250M	$217M	$201M	$208M	$176M	$198M	$223M	$244M	$272M
Other Non-current Assets	$117M	$126M	$218M	$196M	$194M	$175M	$162M	$85M	$23M	$20M	$23M	$61M
Total Assets	$6.22B	$6.04B	$6.13B	$6.31B	$5.99B	$6.57B	$5.27B	$4.64B	$4.86B	$4.96B	$5.03B	$5.07B
Accounts Payable	$481M	$499M	$461M	$486M	$438M	$356M	$342M	$133M	$165M	$136M	$159M	$160M
Accrued Liabilities	$274M	$247M	$230M	$252M	$328M	$350M	$283M	$140M	$163M	$150M	$180M	$147M
Short-term Debt	$51M	$65M	$11M	$50M	$0	$0	$0	$0	$0	$150M	$150M	$0
Current Liabilities	$919M	$874M	$753M	$850M	$822M	$805M	$702M	$300M	$353M	$564M	$548M	$366M
Capital Leases	$148M	$107M	$103M	$110M	$55M	$41M	$62M	$0	·	·	·	·
Deferred Tax	$208M	$174M	$149M	$153M	$157M	$176M	$184M	$163M	$171M	$151M	$143M	$204M
Other Non-current Liabilities	$43M	$36M	$39M	$33M	$32M	$42M	$49M	$16M	$18M	$20M	$98M	$75M
Total Liabilities	$4.77B	$4.25B	$4.15B	$3.90B	$3.94B	$4.70B	$4.35B	$3.78B	$3.85B	$3.81B	$3.92B	$3.28B
Long-term Debt	·	·	·	·	·	·	·	·	·	$2.94B	$2.97B	$2.39B
Total Debt	$90M	$100M	$38M	$74M	·	$0	·	·	$0	$3.05B	$3.12B	$2.39B
Common Stock	$2M	$2M	$2M	$2M	$2M	$1M	$1M	$1M	·	·	·	·
Retained Earnings	$30M	$555M	$684M	$1.08B	$663M	$434M	$-493M	$-357M	$-327M	$-19M	$93M	$529M
AOCI	$-717M	$-880M	$-814M	$-768M	$-738M	$-610M	$-606M	$-540M	$-403M	$-497M	$-596M	$-396M
Stockholders' Equity	$1.42B	$1.76B	$1.94B	$2.36B	$1.99B	$1.70B	$748M	$683M	$829M	$1.01B	$998M	$1.61B
Liabilities + Equity	$6.22B	$6.04B	$6.13B	$6.31B	$5.99B	$6.57B	$5.27B	$4.64B	$4.86B	$4.96B	$5.03B	$5.07B
Shares Outstanding	158,557,858	157,938,000	156,794,000	154,497,000	153,935,000	143,557,000	141,900,000	122,934,000	121,271,000	116,320,000	·	·

Fluxo de Caixa 19

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$302M	$285M	$275M	$269M	$297M	$304M	$280M	$195M	$182M	$177M	$253M	$295M
Stock-based Comp	·	·	$4M	·	$3M	$-4M	·	·	$31M	$24M	$22M	$20M
Deferred Tax	$12M	$110M	$330M	$-261M	$15M	$-899M	$-9M	$-21M	$2M	$-9M	$-1M	$237M
Amort. of Intangibles	$40M	$32M	$31M	$31M	$33M	$33M	$30M	$26M	$25M	$25M	$26M	$27M
Restructuring	$232M	$0	$0	·	·	$3M	$22M	·	$0	$1M	$21M	$15M
Other Non-cash	$216M	$-47M	$-105M	$93M	$139M	$-15M	$250M	$3M	$236M	$18M	$218M	$14M
Operating Cash Flow	$60M	$300M	$184M	$598M	$740M	$355M	$412M	$170M	$165M	$84M	$67M	$141M
CapEx	$341M	$370M	$261M	$428M	$272M	$195M	$198M	$117M	$91M	$86M	$165M	$187M
Investing Cash Flow	$-328M	$-343M	$-255M	$-415M	$-269M	$-229M	·	·	·	·	·	$-187M
Debt Issued	$400M	$217M	$347M	$396M	$2.47B	$500M	$222M	$615M	$2.59B	$0	$750M	$0
Net Debt Issued	$371M	$-11M	$330M	$-120M	$-740M	$267M	$-165M	$9M	$247M	$-31M	$732M	$-20M
Stock Repurchased	·	$0	$0	$50M	$0	$0	$288M	$0	$0	·	·	$0
Net Stock Activity	·	$0	$0	$-50M	$0	$0	$-288M	·	·	·	·	$0
Dividends Paid	$48M	$80M	$89M	$87M	$65M	$40M	$27M	$23M	$23M	$46M	$117M	$116M
Financing Cash Flow	$321M	$-71M	$176M	$-250M	$-877M	$214M	$-638M	$-46M	$24M	$-78M	$602M	$-132M
Net Change in Cash	$59M	$-121M	$109M	$-68M	$-416M	$337M	$-1.39B	$-73M	$1.52B	$17M	$-1.05B	$-199M
Taxes Paid	$-4M	$-10M	$-54M	$60M	$47M	$17M	$34M	$28M	$10M	$2M	$23M	$3M
Free Cash Flow	$-281M	$-70M	$-77M	$170M	$468M	$160M	$214M	$53M	$75M	$92M	$25M	$-46M
Levered FCF	·	·	$935M	$-33M	$341M	$-1.49B	$-19M	$-82M	·	·	·	·

Lucratividade 8

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	9.3%	16.8%	16.2%	24.1%	25.1%	22.5%	17.6%	27.4%	22.9%	11.8%	5.7%	11.9%
Operating Margin	-8.7%	7.1%	6.5%	13.3%	16.2%	9.8%	3.6%	11.0%	8.1%	1.7%	-5.6%	0.00%
Net Margin	-16.2%	-1.6%	-11.1%	14.4%	8.0%	35.1%	-4.1%	-0.38%	-16.8%	-2.8%	-15.1%	-24.6%
Pretax Margin	-15.8%	2.4%	1.7%	8.9%	10.5%	4.1%	-3.3%	2.4%	-5.1%	-8.3%	-12.6%	-8.6%
EBITDA Margin	1.7%	16.4%	16.2%	21.1%	24.5%	20.8%	14.2%	21.7%	18.9%	13.0%	8.3%	17.0%
ROA	-7.7%	-0.79%	-5.1%	8.1%	4.6%	16.4%	-2.2%	-0.15%	-5.8%	-1.2%	-6.3%	-7.9%
ROE	-29.6%	-2.6%	-14.7%	22.9%	15.5%	79.2%	-15.2%	-0.93%	-31.0%	-5.9%	-24.4%	-22.2%
ROIC	-17.3%	-8.7%	-60.4%	30.6%	23.4%	139.3%	14.7%	20.4%	17.8%	0.30%	-3.3%	0.00%

Liquidez e Solvência 5

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	2.5	2.5	2.8	2.3	2.5	3.1	3.0	8.5	7.6	2.4	2.4	6.5
Quick Ratio	0.5	0.5	0.7	0.6	1.0	1.4	1.1	4.5	4.2	1.3	1.1	4.3
Debt / Equity	0.1	0.1	0.0	0.0	·	0.0	·	·	0.0	3.0	3.1	1.5
LT Debt / Equity	·	·	·	·	·	·	·	·	·	2.8	3.0	1.5
Interest Coverage	·	·	1.2	3.7	3.7	1.4	0.5	1.0	·	·	·	·

Eficiência 3

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.5	0.5	0.5	0.6	0.6	0.5	0.5	0.4	0.3	0.4	0.4	0.3
Inventory Turnover	·	·	·	·	·	·	·	2.8	2.7	3.2	2.8	2.0
Receivables Turnover	10.4	11.1	8.5	6.9	6.1	5.4	6.6	5.6	5.5	5.2	6.3	5.9

Por Ação 7

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$8.94	$11.15	$12.35	$15.26	$12.95	$11.83	$5.27	·	·	·	·	·
Revenue / Share	$18.29	$19.48	$18.22	$21.98	$22.62	$19.03	·	·	·	·	·	$15.20
Cash Flow / Share	$0.38	$1.90	$1.18	$3.81	$4.69	$2.45	·	·	·	·	·	$1.23
Cash / Share	$1.26	$0.96	$1.74	$1.06	$1.48	$4.31	$2.13	·	·	·	·	·
Dividend / Share	$0.35	$0.50	$0.50	$0.50	·	·	·	·	·	·	·	·
Dividend Paid / Share	·	·	$0.50	$0.50	$0.36	$0.28	$0.18	$0.04	·	·	·	·
EPS (TTM)	$-2.97	$-0.31	$-2.02	$3.16	$1.81	$6.69	$-0.78	$-0.06	$-1.40	$-0.55	$-1.07	$-3.74

Taxas de Crescimento 6

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	-5.7%	7.9%	-17.5%	-3.3%	29.5%	·	·	·	·	·	·	·
Revenue CAGR 3Y	-5.7%	-4.9%	1.1%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	1.0%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	·	·	·	74.6%	-72.9%	·	·	·	·	·	·	·
Net Income YoY	·	·	·	73.8%	-70.5%	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	3.7%	·	·	·	·	·	·	·	·	·	·	·

Avaliação (TTM) 17

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$2.90B	$3.07B	$2.85B	$3.45B	$3.57B	$2.76B	$2.64B	$1.82B	$1.70B	$1.31B	$1.51B	$1.74B
Net Income TTM	$-470M	$-48M	$-316M	$497M	$286M	$969M	$-109M	$-7M	$-285M	$-61M	$-329M	$-427M
Market Cap	$661M	$1.59B	$2.22B	$2.12B	$3.70B	$2.10B	$1.62B	·	·	·	·	·
Enterprise Value	$552M	$1.54B	$1.99B	$2.03B	·	$1.48B	·	·	·	·	·	·
P/E	-1.4	-32.5	-7.0	4.3	13.3	2.2	-14.6	-129.7	-14.7	-18.7	-3.7	-6.4
P/S	0.2	0.5	0.8	0.6	1.0	0.8	0.6	·	·	·	·	·
P/B	0.5	0.9	1.1	0.9	1.9	1.2	2.2	·	·	·	·	·
P / Tangible Book	0.5	1.0	1.3	1.0	2.1	1.4	·	·	·	·	·	·
P / Cash Flow	11.0	5.3	12.1	3.5	5.0	5.9	3.9	·	·	·	·	·
P / FCF	-2.4	-22.7	-28.8	12.5	7.9	13.1	7.6	·	·	·	·	·
EV / EBITDA	11.3	3.1	4.3	2.8	·	2.6	·	·	·	·	·	·
EV / FCF	-2.0	-22.0	-25.8	11.9	·	9.2	·	·	·	·	·	·
EV / Revenue	0.2	0.5	0.7	0.6	·	0.5	·	·	·	·	·	·
Dividend Yield	7.3%	5.0%	4.0%	4.1%	1.8%	1.9%	1.7%	·	·	·	·	·
Earnings Yield	-71.2%	-3.1%	-14.3%	23.1%	7.5%	45.8%	-6.8%	-0.77%	-6.8%	-5.3%	-27.4%	-15.7%
Payout Ratio	-10.2%	-166.7%	-28.2%	17.5%	22.7%	4.1%	-24.8%	-328.6%	-8.1%	-78.0%	-36.8%	-27.2%
Annual Payout	$48M	$80M	$89M	$87M	$65M	$40M	$27M	$23M	$23M	$46M	$117M	$116M

Demonstração de Resultados 15

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$868M	$760M	$730M	$699M	$731M	$738M	$676M	$804M	$820M	$774M	$686M	$662M	$794M	$708M	$649M	$895M
Gross Profit	$55M	$44M	$39M	$52M	$79M	$99M	$117M	$128M	$150M	$120M	$78M	$94M	$157M	$133M	$105M	$232M
SG&A Expense	$72M	$71M	$74M	$70M	$72M	$74M	$69M	$74M	$74M	$79M	$70M	$62M	$73M	$71M	$69M	$69M
Operating Income	$-21M	$-41M	$-114M	$-43M	$-35M	$-61M	$48M	$54M	$76M	$41M	$8M	$32M	$84M	$62M	$36M	$163M
Interest Expense	·	·	·	·	·	·	·	·	·	$42M	·	$42M	$38M	$33M	·	$32M
Interest Income	$0	$2M	$2M	$1M	$1M	$2M	$1M	$3M	$2M	$4M	$8M	$4M	$3M	$3M	$3M	$2M
Other Non-op	$10M	$-12M	$-13M	$-2M	$-2M	$-5M	$7M	$-11M	$19M	$-1M	$-3M	$0	$4M	$2M	$-25M	$8M
Pretax Income	$-67M	$-104M	$-179M	$-92M	$-81M	$-106M	$15M	$1M	$55M	$2M	$-32M	$-6M	$53M	$34M	$-19M	$141M
Income Tax	$106M	$0	$-2M	$8M	$4M	$5M	$45M	$26M	$45M	$11M	$24M	$8M	$322M	$9M	$-5M	$18M
Net Income	$-171M	$-103M	$-176M	$-99M	$-84M	$-111M	$-30M	$-25M	$16M	$-9M	$-56M	$-14M	$-269M	$23M	$-15M	$121M
EPS (Basic)	$-1.07	$-0.65	$-1.11	$-0.63	$-0.53	$-0.70	$-0.19	$-0.16	$0.10	$-0.06	$-0.36	$-0.09	$-1.72	$0.15	$-0.07	$0.78
EPS (Diluted)	$-1.07	$-0.65	$-1.11	$-0.63	$-0.53	$-0.70	$-0.19	$-0.16	$0.10	$-0.06	$-0.36	$-0.09	$-1.72	$0.15	$-0.08	$0.77
Shares (Basic)	159,841,000	158,889,000	·	158,600,000	158,561,000	158,138,000	·	158,095,000	158,117,000	157,331,000	·	156,816,000	156,780,000	155,175,000	·	154,548,000
Shares (Diluted)	159,841,000	158,889,000	·	158,600,000	158,561,000	158,138,000	·	158,095,000	159,288,000	157,331,000	·	156,816,000	156,780,000	156,641,000	·	156,948,000
EBITDA	$-21M	$34M	·	$-43M	$-35M	$10M	·	$54M	$76M	$113M	·	$32M	$84M	$133M	·	$163M

Balanço Patrimonial 26

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$194M	$126M	$199M	$185M	$132M	$138M	$151M	$167M	$201M	$152M	·	$246M	$167M	$115M	·	$91M
Receivables	$363M	$331M	$289M	$301M	$294M	$319M	$266M	$373M	$382M	$378M	·	$286M	$372M	$411M	·	$584M
Inventory	$1.46B	$1.58B	$1.65B	$1.69B	$1.69B	$1.60B	$1.55B	$1.48B	$1.42B	$1.40B	·	$1.42B	$1.40B	$1.36B	·	$1.13B
Prepaid Expense	$113M	$119M	$112M	$131M	$124M	$129M	$184M	$187M	$210M	$214M	·	$175M	$145M	$134M	·	$155M
Current Assets	$2.14B	$2.17B	$2.27B	$2.31B	$2.24B	$2.19B	$2.15B	$2.22B	$2.23B	$2.16B	·	$2.13B	$2.08B	$2.02B	·	$1.97B
PP&E (Net)	$1.99B	$1.97B	$2.01B	$2.02B	$2.00B	$1.92B	$1.93B	$1.94B	$1.84B	$1.80B	·	$1.77B	$1.79B	$1.82B	·	·
PP&E (Gross)	$4.09B	$4.06B	$4.21B	$4.13B	$4.05B	$3.89B	$3.79B	$3.81B	$3.64B	$3.55B	·	$3.42B	$3.40B	$3.40B	·	·
Accum. Depreciation	$2.10B	$2.09B	$2.21B	$2.10B	$2.05B	$1.97B	$1.86B	$1.87B	$1.80B	$1.74B	·	$1.65B	$1.61B	$1.58B	·	·
Intangibles	$203M	$208M	$214M	$221M	$227M	$243M	$244M	$247M	$246M	$243M	·	$245M	$246M	$249M	·	$251M
Other Non-current Assets	$116M	$113M	$117M	$130M	$133M	$129M	$126M	$140M	$126M	$128M	·	$184M	$208M	$202M	·	$201M
Total Assets	$5.95B	$6.06B	$6.22B	$6.30B	$6.19B	$6.07B	$6.04B	$6.19B	$6.10B	$6.02B	·	$6.04B	$6.05B	$6.36B	·	$6.16B
Accounts Payable	$404M	$419M	$481M	$433M	$500M	$478M	$499M	$492M	$457M	$398M	·	$370M	$437M	$410M	·	$426M
Accrued Liabilities	$254M	$231M	$274M	$238M	$239M	$239M	$247M	$243M	$243M	$240M	·	$199M	$244M	$263M	·	$262M
Short-term Debt	$68M	$133M	$51M	$58M	$266M	$183M	$65M	$17M	$0	$4M	·	$17M	$203M	$176M	·	$84M
Current Liabilities	$840M	$895M	$919M	$847M	$1.07B	$961M	$874M	$817M	$746M	$691M	·	$643M	$940M	$915M	·	$838M
Capital Leases	$156M	$146M	$148M	$147M	$114M	$106M	$107M	$102M	$103M	$105M	·	$104M	$108M	$110M	·	$55M
Deferred Tax	$212M	$204M	$208M	$201M	$191M	$181M	$174M	$183M	$171M	$156M	·	$143M	$142M	$152M	·	$143M
Other Non-current Liabilities	$109M	$41M	$43M	$45M	$47M	$44M	$36M	$38M	$34M	$38M	·	$34M	$36M	$33M	·	$30M
Total Liabilities	$4.76B	$4.74B	$4.77B	$4.71B	$4.51B	$4.36B	$4.25B	$4.25B	$4.17B	$4.10B	·	$4.00B	$3.97B	$3.96B	·	$3.84B
Total Debt	$107M	$172M	·	$97M	$304M	$221M	·	$51M	$26M	$31M	·	$43M	$226M	$200M	·	$84M
Common Stock	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	·	$2M	$2M	$2M	·	$2M
Retained Earnings	$-244M	$-73M	$30M	$213M	$321M	$425M	$555M	$606M	$651M	$655M	·	$760M	$794M	$1.08B	·	$1.12B
AOCI	$-694M	$-741M	$-717M	$-751M	$-769M	$-842M	$-880M	$-775M	$-829M	$-845M	·	$-827M	$-809M	$-785M	·	$-885M
Stockholders' Equity	$1.16B	$1.29B	$1.42B	$1.56B	$1.65B	$1.67B	$1.76B	$1.91B	$1.90B	$1.88B	·	$1.99B	$2.04B	$2.35B	·	$2.27B
Liabilities + Equity	$5.95B	$6.06B	$6.22B	$6.30B	$6.19B	$6.07B	$6.04B	$6.19B	$6.10B	$6.02B	·	$6.04B	$6.05B	$6.36B	·	$6.16B
Shares Outstanding	159,700,029	159,518,772	158,557,858	158,552,328	158,524,635	158,462,071	157,938,056	157,920,455	157,912,468	157,838,425	156,794,000	156,793,755	156,786,791	156,717,050	154,497,000	154,460,592

Fluxo de Caixa 18

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$76M	$75M	$82M	$75M	$74M	$71M	$71M	$70M	$72M	$72M	$69M	$67M	$68M	$71M	$68M	$66M
Stock-based Comp	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·	$7M
Deferred Tax	$106M	$0	$-2M	$7M	$3M	$4M	$46M	$18M	$35M	$11M	$16M	$4M	$311M	$-1M	$-20M	$-1M
Amort. of Intangibles	$7M	$8M	$11M	$10M	$10M	$9M	$8M	$9M	$7M	$8M	$8M	$7M	$8M	$8M	$8M	$7M
Restructuring	$4M	$14M	$79M	$25M	$42M	$86M	$0	$0	$0	$0	·	·	·	·	·	·
Other Non-cash	·	$-40M	·	·	·	$4M	·	·	·	$-103M	·	·	·	$-172M	·	·
Operating Cash Flow	$105M	$-68M	$121M	$-57M	$28M	$-32M	$82M	$87M	$160M	$-29M	$110M	$17M	$136M	$-79M	$240M	$137M
CapEx	$45M	$67M	$68M	$80M	$83M	$110M	$117M	$101M	$76M	$76M	$59M	$54M	$55M	$93M	$114M	$112M
Investing Cash Flow	$-30M	$-67M	$-73M	$-79M	$-81M	$-95M	$-117M	$-90M	$-60M	$-76M	$-56M	$-54M	$-54M	$-91M	$-104M	$-110M
Debt Issued	·	·	$0	·	·	·	$5M	·	·	·	$0	$347M	·	·	$0	$0
Net Debt Issued	·	$-8M	·	·	·	$-6M	·	·	·	$-5M	·	·	·	$-4M	·	·
Stock Repurchased	·	·	·	·	·	·	·	·	·	·	·	$0	$0	$0	$0	$9M
Net Stock Activity	·	·	·	·	·	·	·	·	·	·	·	·	·	$0	·	·
Dividends Paid	$8M	$8M	$8M	$20M	$20M	$0	$19M	$20M	$40M	$1M	$20M	$19M	$48M	$2M	$27M	$19M
Financing Cash Flow	$-10M	$67M	$-24M	$189M	$48M	$108M	$26M	$-34M	$-51M	$-12M	$-31M	$115M	$-28M	$120M	$-66M	$-41M
Net Change in Cash	$68M	$-73M	$25M	$53M	$-5M	$-14M	$-16M	$-33M	$47M	$-119M	$27M	$79M	$52M	$-49M	$73M	$-23M
Free Cash Flow	·	$-135M	·	·	·	$-142M	·	·	·	$-105M	·	·	·	$-172M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$84M	·	·	·	$-196M	·	·

Lucratividade 8

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	6.3%	5.8%	·	7.4%	10.8%	13.4%	·	15.9%	18.3%	15.5%	·	14.2%	19.8%	18.8%	·	25.9%
Operating Margin	-2.4%	-5.4%	·	-6.2%	-4.8%	-8.3%	·	6.7%	9.3%	5.3%	·	4.8%	10.6%	8.8%	·	18.2%
Net Margin	-19.7%	-13.6%	·	-14.2%	-11.5%	-15.0%	·	-3.1%	1.9%	-1.2%	·	-2.1%	-33.9%	3.2%	·	13.5%
Pretax Margin	-7.7%	-13.7%	·	-13.2%	-11.1%	-14.4%	·	0.12%	6.7%	0.26%	·	-0.91%	6.7%	4.8%	·	15.8%
EBITDA Margin	-2.4%	4.5%	·	-6.2%	-4.8%	1.4%	·	6.7%	9.3%	14.6%	·	4.8%	10.6%	18.8%	·	18.2%
ROA	-2.8%	-1.7%	·	-1.6%	-1.4%	-1.8%	·	-0.41%	0.26%	-0.15%	·	-0.23%	-4.4%	0.37%	·	2.0%
ROE	-12.2%	-7.0%	·	-5.7%	-4.7%	-6.2%	·	-1.3%	0.81%	-0.43%	·	-0.66%	-12.5%	1.0%	·	5.7%
ROIC	-4.3%	-2.8%	·	-2.8%	-1.9%	-3.4%	·	-68.7%	0.72%	-9.6%	·	3.7%	-18.8%	1.8%	·	6.0%

Liquidez e Solvência 4

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	2.5	2.4	·	2.7	2.1	2.3	·	2.7	3.0	3.1	·	3.3	2.2	2.2	·	2.3
Quick Ratio	0.7	0.5	·	0.6	0.4	0.5	·	0.7	0.8	0.8	·	0.8	0.6	0.6	·	0.8
Debt / Equity	0.1	0.1	·	0.1	0.2	0.1	·	0.0	0.0	0.0	·	0.0	0.1	0.1	·	0.0
Interest Coverage	·	·	·	·	·	·	·	·	·	1.0	·	0.8	2.2	1.9	·	5.1

Eficiência 2

Métrica	Tendência	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1
Receivables Turnover		2.6	2.3	·	2.1	2.2	2.1	·	2.4	2.2	2.0	·	1.5	1.6	1.3	·	1.5

Por Ação 7

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$7.27	$8.08	·	$9.85	$10.38	$10.56	·	$12.11	$12.02	$11.92	·	$12.71	$13.02	$14.99	·	$14.70
Revenue / Share	$5.43	$4.78	·	$4.41	$4.61	$4.67	·	$5.09	$5.15	$4.92	·	$4.22	$5.06	$4.52	·	$5.70
Cash Flow / Share	·	$-0.43	·	·	·	$-0.20	·	·	·	$-0.18	·	·	·	$-0.50	·	·
Cash / Share	$1.21	$0.79	·	$1.17	$0.83	$0.87	·	$1.06	$1.27	$0.96	·	$1.57	$1.07	$0.73	·	$0.59
Dividend / Share	$0.05	$0.05	$0.05	$0.05	$0.12	$0.12	$0.12	$0.12	$0.12	$0.12	$0.12	$0.12	$0.12	$0.12	·	·
Dividend Paid / Share	·	·	·	·	·	·	·	·	$0.12	$0.12	·	$0.12	$0.12	$0.12	·	$0.12
EPS (TTM)	$-3.46	$-2.92	·	$-2.05	$-1.58	$-0.95	·	$-0.48	$-0.41	$-2.23	·	$-1.74	$-0.88	$3.21	·	$3.79

Avaliação (TTM) 14

Métrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$3.06B	$2.92B	·	$2.84B	$2.95B	$3.04B	·	$3.08B	$2.94B	$2.92B	·	$2.81B	$3.05B	$3.20B	·	$3.62B
Net Income TTM	$-549M	$-462M	·	$-324M	$-250M	$-150M	·	$-74M	$-63M	$-348M	·	$-275M	$-140M	$504M	·	$598M
Market Cap	$1.01B	$1.56B	·	$637M	$804M	$1.12B	·	$2.31B	$2.48B	$2.74B	·	$2.11B	$1.99B	$2.25B	·	$1.89B
Enterprise Value	$919M	$1.60B	·	$549M	$976M	$1.20B	·	$2.19B	$2.30B	$2.62B	·	$1.90B	$2.05B	$2.34B	·	$1.89B
P/E	-1.8	-3.3	·	-2.0	-3.2	-7.4	·	-30.5	-38.3	-7.8	·	-7.7	-14.4	4.5	·	3.2
P/S	0.3	0.5	·	0.2	0.3	0.4	·	0.7	0.8	0.9	·	0.7	0.7	0.7	·	0.5
P/B	0.9	1.2	·	0.4	0.5	0.7	·	1.2	1.3	1.5	·	1.1	1.0	1.0	·	0.8
P / Tangible Book	1.1	1.4	·	0.5	0.6	0.8	·	1.4	1.5	1.7	·	1.2	1.1	1.1	·	0.9
P / Cash Flow	·	-22.9	·	·	·	-34.9	·	·	·	-94.4	·	·	·	-28.5	·	·
EV / Revenue	0.3	0.5	·	0.2	0.3	0.4	·	0.7	0.8	0.9	·	0.7	0.7	0.7	·	0.5
Dividend Yield	4.4%	3.6%	·	9.3%	7.3%	7.1%	·	3.5%	3.2%	3.2%	·	4.6%	4.8%	3.9%	·	4.2%
Earnings Yield	-54.9%	-29.9%	·	-51.0%	-31.2%	-13.5%	·	-3.3%	-2.6%	-12.8%	·	-13.0%	-6.9%	22.3%	·	30.9%
Payout Ratio	·	-7.8%	·	·	·	0.00%	·	·	·	-11.1%	·	·	·	8.7%	·	·
Annual Payout	$44M	$56M	·	$59M	$59M	$79M	·	$81M	$80M	$88M	·	$96M	$96M	$88M	·	$79M

Período mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Receita	$2.90B	$3.07B	$2.85B	$3.45B	$3.57B
Margem Bruta %	9.3%	16.8%	16.2%	24.1%	25.1%
Margem Operacional %	-8.7%	7.1%	6.5%	13.3%	16.2%
Lucro líquido	$-470M	$-48M	$-316M	$497M	$286M
EPS Diluído	$-2.97	$-0.31	$-2.02	$3.16	$1.81

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Dívida / Patrimônio Líquido	0.1	0.1	0.0	0.0	·
Índice de liquidez corrente	2.5	2.5	2.8	2.3	2.5
Índice de Liquidez Seca	0.5	0.5	0.7	0.6	1.0

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Fluxo de caixa livre	$-281M	$-70M	$-77M	$170M	$468M

Investidores institucionais (13F) 263 declarantes · $826.3M total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 263

Valor detido $826.3M

Novas posições 40

Posições encerradas 31

Atividade institucional — Q2 2026 vs trimestre anterior

Novas posições	Posições encerradas	Aumentou	Diminuído	Variação líquida de ações
40 (-15 vs trimestre anterior)	31 (-5 vs trimestre anterior)	93 (+21 vs trimestre anterior)	66 (-7 vs trimestre anterior)	+10.0M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição	Valor	Ações	% de 13F rastreado	Tipo
BlackRock, Inc.	$71.440.979	11.339.837	8,65%	Ações
VAN ECK ASSOCIATES CORP	$50.790.001	8.061.905	6,15%	Ações
DIMENSIONAL FUND ADVISORS LP	$41.940.683	6.656.901	5,08%	Ações
PRIMECAP MANAGEMENT CO/CA/	$34.450.933	5.468.402	4,17%	Ações
VANGUARD CAPITAL MANAGEMENT LLC	$33.270.754	5.281.072	4,03%	Ações
VANGUARD GROUP INC	$32.138.341	7.707.036	3,89%	Ações
D. E. Shaw & Co., Inc.	$31.875.713	5.059.637	3,86%	Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$30.854.420	4.897.527	3,73%	Ações
Point72 Asset Management, L.P.	$29.275.766	4.646.947	3,54%	Ações
AMERICAN CENTURY COMPANIES INC	$25.375.518	4.027.860	3,07%	Ações
DEUTSCHE BANK AG\	$25.220.973	4.003.329	3,05%	Ações
MORGAN STANLEY	$24.508.140	3.890.180	2,97%	Ações
TWO SIGMA INVESTMENTS, LP	$24.479.192	3.885.586	2,96%	Ações
MILLENNIUM MANAGEMENT LLC	$22.004.753	3.492.818	2,66%	Ações
STATE STREET CORP	$19.808.410	3.119.655	2,40%	Ações
GEODE CAPITAL MANAGEMENT, LLC	$19.345.310	3.070.106	2,34%	Ações
SHAH CAPITAL MANAGEMENT	$16.196.128	2.570.814	1,96%	Ações
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$13.101.789	2.079.649	1,59%	Ações
Lightrock Netherlands B.V.	$12.919.989	2.050.792	1,56%	Ações
Impala Asset Management LLC	$12.096.000	1.920.000	1,46%	Ações
VANGUARD PORTFOLIO MANAGEMENT LLC	$9.336.436	1.481.974	1,13%	Ações
Trexquant Investment LP	$9.311.973	1.478.091	1,13%	Ações
ROYAL BANK OF CANADA	$8.801.000	1.396.962	1,07%	Ações
TUDOR INVESTMENT CORP ET AL	$8.542.195	1.355.904	1,03%	Ações
Private Capital Management, LLC	$8.179.039	1.298.260	0,99%	Ações
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	$8.094.782	1.284.886	0,98%	Ações
ALGERT GLOBAL LLC	$7.485.099	1.188.111	0,91%	Ações
NORTHERN TRUST CORP	$7.232.809	1.148.065	0,88%	Ações
GOLDMAN SACHS GROUP INC	$7.190.141	1.141.292	0,87%	Ações
MARSHALL WACE, LLP	$6.886.568	1.093.106	0,83%	Ações
FRANKLIN RESOURCES INC	$6.646.166	1.054.947	0,80%	Ações
PDT Partners, LLC	$6.588.383	1.045.775	0,80%	Ações
BDF-GESTION	$5.948.156	55.681	0,72%	Ações
JPMORGAN CHASE & CO	$5.579.976	866.456	0,68%	Ações
Jump Financial, LLC	$5.148.870	817.281	0,62%	Ações
VANGUARD FIDUCIARY TRUST CO	$5.008.733	795.037	0,61%	Ações
UBS Group AG	$4.975.999	789.841	0,60%	Ações
Balyasny Asset Management L.P.	$4.868.829	772.830	0,59%	Ações
CITADEL ADVISORS LLC	$4.592.883	729.029	0,56%	Ações
Squarepoint Ops LLC	$4.354.825	691.242	0,53%	Ações
RENAISSANCE TECHNOLOGIES LLC	$4.275.810	678.700	0,52%	Ações
Susquehanna Portfolio Strategies, LLC	$3.674.614	583.272	0,44%	Ações
Bank of New York Mellon Corp	$3.226.075	512.075	0,39%	Ações
BANK OF AMERICA CORP /DE/	$3.190.792	506.475	0,39%	Ações
Soviero Asset Management, LP	$3.150.000	500.000	0,38%	Ações
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$3.146.342	322.041	0,38%	Ações
Qube Research & Technologies Ltd	$3.011.513	478.018	0,36%	Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.907.362	461.486	0,35%	Ações
FMR LLC	$2.898.251	460.040	0,35%	Ações
Nuveen, LLC	$2.853.339	452.911	0,35%	Ações

Mostrar todos os 263 proprietários institucionais →

Ativistas e proprietários de 5%+ 2 participações

18

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante	Declarado	Participação	Status	Propósito	Declaração
Exxaro Resources Limited ×13 declarações	1 de Março de 2021	·	Declaração inicial	Estrutura de capital	SEC
Cristal Inorganic Chemicals Netherlands Coöperatief W.A. ("CIC Coop"), National Titanium Dioxide Co. Ltd. ("Cristal"), National Industrialization Company ("TASNEE")	19 de Abril de 2019	·	Declaração inicial	Investimento passivo	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Executivos da empresa 37 insiders · 18 diretores · 19 conselheiros

19

Investidor com informação privilegiada	Função	Última atividade	Ações detidas	Vendas 12m	Líquido 12m
John D Romano	CEO and Director	6 de Março de 2026 S	1.473.740	1	$-669.544
Jeffry N Quinn	Chairman and CEO	10 de Fevereiro de 2020 F	527.351	0	$0
John Srivisal	SVP, Chief Financial Officer	6 de Março de 2026 S	279.677	1	$-128.248
Timothy C Carlson	SVP and CFO	7 de Março de 2023 S	358.106	0	$0
Jeffrey A. Engle	SVP, Chief Commercial Officer	6 de Março de 2026 S	175.251	1	$-96.195
Jonathan Flood	Principal Accounting Officer	6 de Março de 2026 S	92.861	2	$-105.543
Jeffrey N Neuman	SVP, General Counsel & Sec.	6 de Março de 2026 S	248.831	1	$-151.339
Raoul Charles Mancini	SVP, Chief HR Officer	15 de Março de 2021 S	323.642	0	$0
Willem Hendrik Van Niekerk	SVP, Business Transformation	10 de Fevereiro de 2020 F	387.199	0	$0
Robert Loughran	VP, Corporate Controller	10 de Fevereiro de 2020 F	65.692	0	$0
Richard L Muglia	SVP, General Counsel & Sec.	26 de Fevereiro de 2018 F	151.578	0	$0
Jogita Khilnani	SVP & Corporate Controller	1 de Setembro de 2017 S	29.405	0	$0
Edward T Flynn	Executive Vice President	3 de Abril de 2017 F	124.624	0	$0
Kevin V Mahoney	Vice President, Controller	27 de Fevereiro de 2017 F	68.594	0	$0
Pravindran Trevor Arran	Sr VP & Pres, Mineral Sands	27 de Junho de 2014 F	67.206	0	$0
Michael J. Foster	SVP, Gen Counsel, Secretary	27 de Fevereiro de 2014 C	31.083	0	$0
Edward G. Ritter	Controller, Chief Acctg Office	28 de Agosto de 2012 S	17.800	0	$0
Robert C Gibney	SVP & Chief Admin. Officer	21 de Agosto de 2012 S	97.380	0	$0
Keith Schwarz	Conselheiro	29 de Julho de 2026 A	18.262	0	$0
Moazzam A. Khan	Conselheiro	28 de Abril de 2026 A	64.017	0	$0
Jean Francois Turgeon	Conselheiro	28 de Abril de 2026 A	755.161	1	$-122.516
Peter Johnston	Conselheiro	28 de Abril de 2026 A	204.461	0	$0
Sipho Abednego Nkosi	Conselheiro	28 de Abril de 2026 A	102.023	0	$0
Stephen J Jones	Conselheiro	28 de Abril de 2026 A	108.223	0	$0
Ginger M Jones	Conselheiro	28 de Abril de 2026 A	136.425	0	$0
Ilan Kaufthal	Conselheiro	28 de Abril de 2026 A	306.002	0	$0
De - Ridder Lucrece Foufopoulos	Conselheiro	7 de Maio de 2025 A	34.385	0	$0
Julie A Beck	Conselheiro	7 de Maio de 2025 A	32.940	0	$0
Mutlaq Hamad Al-Morished	Conselheiro	8 de Maio de 2024 A	70.743	0	$0
Vanessa Ann Guthrie	Conselheiro	31 de Agosto de 2023 S	41.324	0	$0
Wayne A Hinman	Conselheiro	18 de Março de 2020 P	158.865	0	$0
Andrews P Hines	Conselheiro	29 de Janeiro de 2020 A	165.126	0	$0
Mxolisi Mgojo	Conselheiro	29 de Janeiro de 2019 F	58.333	0	$0
Gregory Daniel Blue	Conselheiro	29 de Janeiro de 2019 A	81.030	0	$0
Thomas Casey	Conselheiro	15 de Maio de 2017 F	1.363.255	0	$0
Katherine Carolyn Harper	·	30 de Setembro de 2016 F	112.920	0	$0
Willem Abraham De Klerk	·	1 de Julho de 2016 J	25.711	0	$0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 24 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo	Peso	Unidades	Em	Fonte
VFMO · VANGUARD WELLINGTON FUND	0,07%	224.684 SH	19 de Agosto de 2026	Diário
DFSV · Dimensional ETF Trust	0,07%	931.592 NS	31 de Julho de 2026	N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS	0,05%	103.499 SH	19 de Agosto de 2026	Diário
VAW · VANGUARD WORLD FUND	0,05%	351.305 SH	19 de Agosto de 2026	Diário
ESML · iShares Trust	0,04%	255.478 SH	11 de Setembro de 2026	Diário
DFAT · Dimensional ETF Trust	0,03%	837.144 NS	31 de Julho de 2026	N-PORT
RSSL · Global X Funds	0,02%	56.861 NS	31 de Julho de 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0,02%	683.775 SH	19 de Agosto de 2026	Diário
IWM · iShares Trust	0,02%	3.054.518 SH	11 de Setembro de 2026	Diário
VXF · VANGUARD INDEX FUNDS	0,01%	1.364.935 SH	19 de Agosto de 2026	Diário
DXUV · Dimensional ETF Trust	0,01%	6.885 NS	31 de Julho de 2026	N-PORT
PRF · Invesco Exchange-Traded Fund Trust	0,01%	180.337 SH	2 de Outubro de 2026	Diário
DFAS · Dimensional ETF Trust	0,01%	147.442 NS	31 de Julho de 2026	N-PORT
WSML · iShares Trust	0,01%	8.052 SH	10 de Setembro de 2026	Diário
DFAC · Dimensional ETF Trust	0,00%	368.178 NS	31 de Julho de 2026	N-PORT
DCOR · Dimensional ETF Trust	0,00%	18.374 NS	31 de Julho de 2026	N-PORT
DFAU · Dimensional ETF Trust	0,00%	37.536 NS	31 de Julho de 2026	N-PORT
ITOT · iShares Trust	0,00%	158.401 SH	11 de Setembro de 2026	Diário
IWV · iShares Trust	0,00%	34.960 SH	4 de Setembro de 2026	Diário
DFUS · Dimensional ETF Trust	0,00%	22.431 NS	31 de Julho de 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	3.792.872 SH	19 de Agosto de 2026	Diário
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	9.609 SH	19 de Agosto de 2026	Diário
DFUV · Dimensional ETF Trust	0,00%	921 NS	31 de Julho de 2026	N-PORT
IWN · iShares Trust	·	1.119.532 SH	11 de Setembro de 2026	Diário

TROX Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

21

classificação · 14 analistas MANTER

Alvo mediano $6.75 +71,8%

0 0,0% Compra forte

1 7,1% Compra

7 50,0% Manter

4 28,6% Venda

2 14,3% Venda forte

Preço-alvo de 12 meses

8 analistas · 2026-09-29

Alvo médio $6.75 +71,8%

← Abaixo de todos os alvos Preço atual $3.93

Mín$4.00 Média$6.75 Máx$11.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker	Capitalização de Mercado	P/E	Receita YoY	Margem Líquida	ROE	Margem Bruta
TROX	$661M	-1.4	-5.7%	-16.2%	-29.6%	9.3%
KRO	$508M	-4.6	-1.5%	-6.0%	-13.9%	11.5%
PCT	·	·	·	·	·	·
KOP	$527M	9.9	-10.2%	3.0%	10.5%	·
WLKP	·	·	2.7%	4.2%	·	29.8%
MATV	$664M	-2.0	0.30%	-17.0%	-73.7%	18.3%
ASIX	$465M	9.6	0.31%	3.2%	6.0%	·

Últimas notícias Notícias recentes mencionando esta empresa

23

Tronox (TROX) Transcrição da Teleconferência de Resultados do 1º Trimestre de 2026 Yahoo Finance · 4 meses, 3 semanas atrás

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

TROX Tronox Holdings plc Ordinary Shares (UK)

TROX Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

TROX Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Investidores institucionais (13F) 263 declarantes · $826.3M total · Em 30 de Setembro de 2026

Ativistas e proprietários de 5%+ 2 participações

Executivos da empresa 37 insiders · 18 diretores · 19 conselheiros

Participação em ETFs Detido por 24 ETFs

TROX Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

Preço-alvo de 12 meses

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Últimas notícias Notícias recentes mencionando esta empresa

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos